layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Resource Support Specialist (Tax) at Dean Dorton | LAYIQ

Essential Duties & Responsibilities
Resource Coordination Support
Assist in assigning tax engagements to appropriate staff based on guidance from the Tax Resource Manager
Maintain and update staffing schedules and resource allocation trackers
Monitor daily workload distribution and flag imbalances or capacity concerns
Support real-time adjustments to staffing during peak periods
Outsourcing Coordination Support
Assist with routing work to outsourced tax preparation teams
Track status of outsourced engagements, including start dates, due dates, and completion
Ensure all required documentation, instructions, and source files are complete before sending work externally
Follow up with outsourcing teams on outstanding deliverables and deadlines
Escalate delays, quality concerns, or process issues to the Tax Resource Manager
Maintain logs of outsourced work, including volume, turnaround time, and rework
Workflow Tracking & Administration
Maintain workflow systems and ensure engagements are updated accurately
Track project status across preparation, review, and completion stages
Perform regular data integrity checks within workflow tools
Assist in enforcing standardized workflow procedures and naming conventions
Reporting & Data Analysis
Generate routine reports on capacity, utilization, turnaround times, and project status
Compile outsourcing performance data (timeliness, errors, rework trends)
Provide insights to support staffing and workload decisions
Assist with building dashboards or trackers for leadership visibility
Communication & Coordination
Serve as a key communication link between tax staff, managers, and outsourcing teams
Send deadline reminders, status updates, and follow-ups
Coordinate handoffs between preparation and review teams
Document and communicate workflow or process updates
Process Improvement Support
Identify workflow inefficiencies, delays, or recurring issues
Provide feedback on process gaps, especially related to outsourcing coordination
Assist in implementing standardized procedures and best practices
Support training efforts by reinforcing workflow expectations

Resource Support Specialist (Tax)

Employer job description

About Dean Dorton

About Tax Services

About the Role

Requirements

Benefits

Benefits

About this listing